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Posts by TheOtherGeoff

The lunch room conversation about NK and 'The Interview' was if the U.S. really wanted to get regime change in North Korea, fly a few drone controlled C141s full of Big Macs and Coke over the DMZ and carpetbomb the people with  western decadentism. You know the aphorism, "There has never been a war between 2 countries that have a McDonald's Franshised located in them." 
I think our consumers may argue against China having 'Korea.'As would Japan/APAC allies. Not that I disagree with you, I'm just saying, we're buying a lot of geo-political alignments in South Korea.OTOH, South Korea is cutting their defense budget, but are 'paying' the U.S. $800MUSD for our military presence.Methinks we should taking the stand that if Samsung et al, want the protections of the U.S. military, they should pay top $$ for the privilege (make our expeditionary...
   This is the end game.   The issue isn't using apple pay for the rework process (pay the fine).  it's to make it painless to pay in the first place...Get out of car, walk to meter, wave phone/press TouchID, get 2 hours, walk away.  The real magic will be when you are able to get a receipt electronically, and renew from your home/office/restaurant.  (of  course that won't happen... the meters aren't profit makers... the fines are;-(  )
The 6/6+ target market are 55+  Teens 'buyers' will favor price over brand, especially if it's the one app (facebook/twitter/instagram/whatever) buying need.   Teen use of iPhones will go up, only because of parental handme downs (not teen buyers, but teen 'users').
it certainly seems that way. (via mind control...  looking at all the 'Just hurry up and Take My Money' posts;-) )But it appears they are on the brink of making 20MM a month (granted there may be a few million iPhone 5s's in that mix). 30MM is a likely goal for next year;-)  Now... a bit of simple math. With a billion plus smartphones.  Let's assume 12M is 1% of all smartphones.  My guess Apple is building 12M 6's a MONTH.   Every month you're turning over 1% of the smart...
for the first time, my corporate procurement is purchasing iPhones as their std in house phone.   I'm now the proud carrier of a personal iPhone6, and a corporate 5s, both bought this quarter  #DeepBigFullPocketsofiPhone
My guess it was lost in currency conversion;-) 
the key is that the can throttle the SoC down and gain the Battery Life, and incrementally improve performance as well.    Apps will get more powerful when the growth of RAM will permeate 50% of the installed base.   getting to 1/2GB of ram in all the iPhones and iPads is a start.. now we have to wait 2 years.
Adding a channel to your landing page... only you have to click it to activate it.  Are you drawn to clicking it? Does your face melt because of the egregious pixels displayed? Methinks your emphasis is a bit over the top. This is 'content.'  Not software.   Get over it.  And if you hid YouTube before, it would stay hidden.  So it's not like they are undoing your decision to not watch it.
and the 33.3Billion is because investors like is monetization model, since they are paying  4X more than apple (P/E is 72 vs 18 for apple).   What is key to Zuck's argument is that Hardware will eventually commoditize ('make them cheaper' is his way of saying he'd love everyone to one an iPhone/iPad, and that Apple's profits are a barrier to entry for that platform, and he'd have more people using a better Facebook).  And he's assuming that Facebook can continue to...
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